Welcome to our dedicated page for Delek Us Hldgs SEC filings (Ticker: DK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Delek US Holdings, Inc. (NYSE: DK) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, with AI-powered tools to help interpret them. Delek US uses Form 8-K filings to furnish quarterly earnings releases, dividend announcements, investor presentations, and earnings call slides, giving investors a structured view of its financial condition and strategic messaging.
Through Item 2.02 of Form 8-K, Delek US reports results of operations and financial condition, including net income or loss, Adjusted net income, Adjusted EBITDA, and segment-level performance for refining and logistics. These filings often reference non-GAAP measures such as refining margin, adjusted refining margin, refining production margin, and net debt, along with reconciliations to GAAP metrics described in accompanying tables.
Item 7.01 Regulation FD disclosures in Delek US 8-Ks typically include earnings call slides and investor presentations. The company notes that these materials are furnished, not filed, and may be used in presentations to existing and prospective investors. Item 8.01 is used for other events, such as Board-approved quarterly dividends per share, with details on record and payment dates.
On this page, Stock Titan’s AI summarizes the key points from each filing so users can quickly understand what changed in Delek US’s business, capital allocation, and midstream relationship with Delek Logistics Partners, LP. Real-time updates from EDGAR ensure that new 8-Ks and other forms appear promptly, while AI-generated highlights help clarify complex sections, such as non-GAAP definitions and regulatory language, without replacing the need to review the full original documents.
Delek US Holdings executive vice president of special projects Reuven Spiegel reported paired equity award transactions in common stock. He exercised or converted derivative awards into 79,998 shares at $38.11 per share, then had 31,579 shares withheld to cover taxes, leaving 68,530 shares held directly.
Delek US Holdings executive Denise Clark McWatters, EVP, General Counsel and Corporate Secretary, exercised derivative equity awards into 52,221 shares of common stock at $38.11 per share. On the same day, 20,673 shares were disposed of to satisfy tax withholding obligations, leaving her with 84,277 shares of directly owned common stock.
Delek US Holdings EVP Israel Joseph exercised derivative awards and had shares withheld for taxes. He acquired 71,109 shares of common stock at $38.11 per share through an option exercise, then 27,982 shares were disposed of to satisfy tax obligations, leaving him with 93,623 directly owned shares.
Delek US Holdings, Inc. files its annual report describing an integrated downstream energy business focused on petroleum refining and logistics. The company operates four refineries in Texas, Arkansas and Louisiana with a combined crude throughput capacity of 302,000 bpd, plus idled biodiesel plants totaling 40 million gallons of annual capacity.
Delek now reports two segments—refining and logistics—after selling 249 retail fuel and convenience stores in 2024, which are presented as discontinued operations. The logistics arm includes pipelines, terminals, storage, water disposal and gas processing, and a 63.3% limited partner interest in Delek Logistics Partners.
Recent transactions include water midstream acquisitions in the Permian and Bakken and expansion of its Wink to Webster pipeline interest, alongside earlier Alon and gathering-system deals. The report highlights extensive risk factors, environmental and regulatory exposure, a recorded environmental liability of $36.0 million, and a workforce of 1,902 employees with significant safety and ESG initiatives.
Delek US Holdings reported a strong turnaround for fourth quarter 2025. Net income was $78.3 million, or $1.26 per diluted share, compared with a large loss a year earlier. Adjusted net income reached $143.0 million, or $2.31 per share, and adjusted EBITDA was $374.8 million, up sharply from $(15.2) million.
Refining segment adjusted EBITDA rose to $314.1 million, helped by higher crack spreads, small refinery exemptions and a total refining production margin of $10.49 per barrel. Logistics adjusted EBITDA increased to $141.9 million, supported by acquisitions and stronger wholesale margins.
Management raised its Enterprise Optimization Plan run‑rate cash flow improvement target to at least $200 million and restructured an Inventory Intermediation Agreement expected to add at least $40 million of free cash flow. Delek Logistics issued 2026 adjusted EBITDA guidance of $520–$560 million. Delek US repurchased about $20 million of common stock, paid $15.3 million of dividends, and declared a quarterly dividend of $0.255 per share. Cash was $625.8 million and consolidated net debt was $2,607.3 million as of December 31, 2025.
Delek US Holdings, Inc. reported that its Board of Directors has approved a quarterly cash dividend of $0.255 per share. The dividend will be paid on March 9, 2026 to shareholders of record as of March 2, 2026, providing near‑term cash returns to stockholders.
The company describes itself as a diversified downstream energy business with refining, logistics, and pipeline assets. Its refineries in Texas, Arkansas, and Louisiana have a combined nameplate crude throughput capacity of 302,000 barrels per day. As of September 30, 2025, Delek and its subsidiaries owned approximately 63.3% of Delek Logistics Partners, LP.
Delek US Holdings, Inc. executive Israel Joseph, an EVP, reported a tax-related share transaction. On 02/11/2026, 2,826 shares of common stock were disposed of at $34.52 per share as shares were withheld for tax purposes upon vesting of equity awards. Following this tax-withholding disposition, Joseph directly beneficially owned 51,534 shares of Delek US common stock.
The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC report beneficial ownership of 2,905,695.04 shares of Delek US Holdings, Inc. common stock, representing 4.8% of the class as of 12/31/2025.
The filing shows no sole voting or dispositive power and shared voting power over 2,905,312.04 shares and shared dispositive power over 2,905,427.04 shares. The reporting parties certify the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Delek US Holdings.
Delek US Holdings, Inc. filed a current report to disclose that, effective January 12, 2026, its senior management will begin using an updated investor presentation for meetings with existing and prospective investors. The materials are attached as Exhibit 99.1 and will also be available on the company’s website.
The disclosure is furnished under Regulation FD, meaning it is provided for informational purposes and is not deemed filed under securities laws unless specifically incorporated by reference into a future registration statement. The company notes that inclusion of these materials does not represent a determination that the information is material or complete for investment decisions.
Delek US Holdings, Inc. executive reports routine share withholding for taxes. An executive vice president of Delek US Holdings, Inc. filed a Form 4 disclosing that on 12/10/2025, 1,382 shares of common stock were disposed of at a price of $34.57 per share. After this transaction, the reporting person directly beneficially owned 37,584 shares of Delek US common stock. The filing notes that the shares were withheld for tax purposes upon the vesting of equity awards, which is a common administrative transaction related to executive compensation.